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15 Apr 2024, 9:14 pm
</span> <a href="/contact-us" style="display: initial;"> Contact us </a> <span style="display: initial;"> <span style="display: initial;"> today to schedule a consultation. [read post]
15 Apr 2024, 12:47 pm
Avoiding unnecessary expenses and saving your family moneys Please email us if you plan on attending or if you would like us to email the materials. [read post]
15 Apr 2024, 8:00 am
When you pass away, the instructions in your Living Trust tell your successor trustee how Trust assets should be distributed. [read post]
15 Apr 2024, 7:24 am
The fashion house Salvatore Ferragamo had used the name 'Audrey Hepburn' in connection with the shoe models. [read post]
12 Apr 2024, 10:00 am
Simple to Use to Address Estate Tax: Proceeds from the policies held in an ILIT may be used to purchase assets from the grantor’s taxable estate thereby providing the estate with liquidity without having to sell the estate’s assets to third parties at a discount. [read post]
12 Apr 2024, 8:20 am
Decanting Laws Across States Decanting is a process that allows trustees to transfer assets from one trust to another—a useful feature that can adapt a trust to changing laws or family circumstances. [read post]
12 Apr 2024, 7:58 am
Statutory dissent rights conflicted with several provisions of the USA, including the express rights of the family matriarch (as a trustee to the estate that controlled HoldCo) to cause HoldCo to sell all or substantially all of its assets on such terms as she in her “sole and exclusive discretion considers advisable”. [read post]
11 Apr 2024, 10:00 am
With a discretionary fund, you can provide a letter explaining your wishes for using the funds and why you would like the money used. [read post]
11 Apr 2024, 9:05 am
Florida, for instance, would require a determination letter if applying for exemption from sales and use taxes. [read post]
11 Apr 2024, 2:40 am
In those states, the creditor may be able to reach the trust’s property to satisfy those claims or to compel a distribution that it can then use to satisfy the claims. [read post]
10 Apr 2024, 10:00 am
Minor revisions should be made to preserve the original purpose and involve beneficiaries, successor trustees, and co-trustees. [read post]
10 Apr 2024, 7:01 am
Contact us online or at (416) 863-0125. [read post]
10 Apr 2024, 4:21 am
Furthermore, it is crucial that subscribers are clearly informed about what data is collected, how it is used, and with whom it is shared. [read post]
9 Apr 2024, 2:49 pm
If you would like to learn whether you or your company qualify as a U.S. person and are required to file an FBAR report in the U.S., let us know. [read post]
9 Apr 2024, 10:43 am
The court’s analysis of these issues is technical and need not detain us here. [read post]
9 Apr 2024, 7:59 am
The trustee cannot give the funds in a special needs trust to the person with a disability, but they can use the funds to pay for items or services that benefit this person. [read post]
6 Apr 2024, 4:06 am
With a global presence in 145 countries, EDRM’s efforts are pivotal in shaping the practices and technologies used in the legal discovery process. [read post]
4 Apr 2024, 10:00 am
A trustee is named to manage and use trust assets on behalf of the beneficiaries according to the instructions outlined in the trust documents. [read post]
3 Apr 2024, 7:31 pm
Randy Seaver, a respected bankruptcy trustee, attributes much of the increase in bankruptcy filings to this development. [read post]
3 Apr 2024, 5:29 am
The FSCA will monitor completion of the TTK, by the deadlines above for existing trustees and may take regulatory action where there is a lack of compliance by trustees. [read post]
